Civic Intelligence

Financial Planning Association

990EZ • Fiscal year 2011 • EIN 13-3201760

Jan 01, 2011 to Dec 31, 2011

Organization ProfileWWW.NYFPA.ORG
Fairport, NY
Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

75th percentile

0.13x

Higher debt load relative to assets than 75% of similar nonprofits.

2011 filings • 501(c)6 • <$500k nonprofits • Source year 2011

Liabilities / Revenue

70th percentile

0.04x

Higher debt load relative to revenue than 70% of similar nonprofits.

2011 filings • 501(c)6 • <$500k nonprofits • Source year 2011

Net Margin

66th percentile

8.5%

Higher net margin than 66% of similar nonprofits.

2011 filings • 501(c)6 • <$500k nonprofits • Source year 2011

Top Officer Pay

Score unavailable

No value available

This filing does not contain officer compensation rows.

Source year 2011

Asset Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Revenue Growth

Score unavailable

No value available

No earlier valid filing was available within the previous three public years.

Source year 2011

Balance Sheet
Liabilities / Assets75th percentile

Assets

$15,642

No earlier filing loaded for comparison.

Net Assets

-

No earlier filing loaded for comparison.

Liabilities

$2,035

No earlier filing loaded for comparison.

Revenue And Expenses
Liabilities / Revenue70th percentileNet Margin66th percentile

Revenue

$51,256

No earlier filing loaded for comparison.

Expenses

$46,876

No earlier filing loaded for comparison.

Net Income

$4,380

No earlier filing loaded for comparison.

Historical Trend

Balance Sheet Trend

Asset GrowthScore unavailable

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$40K$30K$20K$10K$0Assets 2011: $15,642Liabilities 2011: $2,0352011Assets 2012: $7,546Net Assets 2012: $7,5462012Assets 2013: $8,861Liabilities 2013: $0Net Assets 2013: $8,8612013Assets 2014: $11,654Liabilities 2014: $0Net Assets 2014: $11,6542014Assets 2015: $13,306Liabilities 2015: $418Net Assets 2015: $12,8882015Assets 2016: $21,796Liabilities 2016: $68Net Assets 2016: $21,7282016Assets 2017: $27,410Liabilities 2017: $0Net Assets 2017: $27,4102017Assets 2018: $33,363Liabilities 2018: $0Net Assets 2018: $33,3632018Assets 2019: $37,322Liabilities 2019: $802Net Assets 2019: $36,5202019

Highlighted filing

2011

Assets$15,642
Liabilities$2,035
Net Assets-
Open 2011 Filing

Operations Trend

Revenue GrowthScore unavailable

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$60K$40K$20K$0-$20KRevenue 2011: $51,256Expenses 2011: $46,876Net Income 2011: $4,3802011Revenue 2012: $34,449Expenses 2012: $40,510Net Income 2012: -$6,0612012Revenue 2013: $38,890Expenses 2013: $37,575Net Income 2013: $1,3152013Revenue 2014: $35,817Expenses 2014: $33,024Net Income 2014: $2,7932014Revenue 2015: $29,410Expenses 2015: $28,176Net Income 2015: $1,2342015Revenue 2016: $45,398Expenses 2016: $36,558Net Income 2016: $8,8402016Revenue 2017: $39,076Expenses 2017: $33,394Net Income 2017: $5,6822017Revenue 2018: $30,298Expenses 2018: $24,345Net Income 2018: $5,9532018Revenue 2019: $29,048Expenses 2019: $25,891Net Income 2019: $3,1572019

Highlighted filing

2011

Revenue$51,256
Expenses$46,876
Net Income$4,380
Open 2011 Filing
Filing Detail Status

This 2011 filing currently has summary financial data only. Detailed schedules, leadership, and program rows are not available for this filing yet.

View Latest Detailed Filing (2019)
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Filing Snapshot
Filing Period
Jan 1, 2011 to Dec 31, 2011
Mission and Program Overview

Mission

Education for financial planning professionals

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Displayed year

2011 • Form 990EZSummary only. Only limited summary data is available for this year.

Open filing
Assets
$15,642
Liabilities
$2,035
Net assets
-
Revenue
$51,256
Expenses
$46,876
Net income
$4,380
Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$37.3$0.80$36.5$29.0$25.9$3.16
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$33.4$0.00$33.4$30.3$24.3$5.95
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$27.4$0.00$27.4$39.1$33.4$5.68
2016XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$21.8$0.07$21.7$45.4$36.6$8.84
2015Detailed filing. Detailed filing data is available for this year.$13.3$0.42$12.9$29.4$28.2$1.23
2014Detailed filing. Detailed filing data is available for this year.$11.7$0.00$11.7$35.8$33.0$2.79
2013Detailed filing. Detailed filing data is available for this year.$8.86$0.00$8.86$38.9$37.6$1.32
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$7.55$7.55$34.4$40.5$6.06
2011Summary only. Only limited summary data is available for this year.$15.6$2.04$51.3$46.9$4.38
Peer Organizations

Similar nonprofits based on the same Siviq industry and scale cohort. 2011 filings • 501(c)6 • <$500k nonprofits